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The Fundraiser Prospecting Sheet

The Fundraiser Prospecting Sheet
The Fundraiser Prospecting Sheet

Successful fundraising begins with a plan.

Before sending your group out to sell, ask them to write down who they feel will buy from them. This is where prospecting sheets can help jump-start your fundraiser.

Creating a list of prospects helps your students develop a sales roadmap. The prospecting sheet also allows them to track their progress as they go.

This helps them identify people they feel comfortable approaching, making the selling process more accessible, and reinforcing seller confidence, which in turn increases the likelihood of making more sales.

It only takes a couple of successful encounters to create the positive momentum to reach their sales goal. Finally, brainstorming on a list also causes students to think of additional people to talk to.

Creating and Tracking Your List

Have your students complete a prospect list during your kickoff meeting by identifying 15 people they agree to approach over the next three days. Once they have approached someone, regardless of whether they make a purchase or not, ask them to check the ‘approached’ box. If the prospect makes a purchase, have them check the ‘purchased’ box.

Ideas for Prospects

Coming up with prospects can be endless and may include your postal carrier, grocery clerk, gas station attendant, teachers, paper carrier, minister, youth leader, aunts, uncles, brothers, sisters, and grandparents, to name a few. Prospecting sheets will help make getting started much more accessible. Instead of simply going out to attempt to make random sales to anyone, students can now use a well-defined ‘cheat sheet’.

To ensure your students update their list, we recommend asking them to show it to you periodically. To make this fun and motivational, consider incorporating our Money Incentive Game into your check-in days.

Get Your Free Prospecting Sheet

Receive your complimentary prospecting sheet by completing our ‘Download Your Free Prospecting Sheet’ form.

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5

We enjoyed working with Big Fundraising Ideas. The service was excellent and we recommend them highly.

Raynaldo Perez
Principal
Archie Parr Elementary
Raised:
$22,031.00
5

The School Fundraising Guidebook provided by Big Fundraising Ideas is a life saver. As a full-time school district employee with many hats to wear, this guide’s efficiency helps our fundraising run on its own. The guide includes everything needed for a successful fundraiser. I enjoy the convenience of pulling out pre-made forms; making copies and sending them home with the students. It is an easy to follow, self explanatory manual that makes fundraising the successful task I didn’t mind taking on. This guide takes you that extra mile to meet your organizations needs, with little effort by following the time-line and instructions included. Many thanks to those who created this time saving guide which helps us achieve our goals.

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Fundraising Chair
St. Mary’s Charter School
Raised:
$18,648.40
5

Thank you very much. It was a pleasure to work with Big Fundraising Ideas. God Bless you and your company. It was wonderful!

Angelica Perez
PTC President
Alma Pierce Elementary
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$23,757.00
5

Wonderful!! I couldn't have asked for a better company to work with. The overall service that we received from Big Fundraising Ideas was exceptional. I will definitely recommend them to others.

Jennifer Golec
President H & S
Park Elementary
Raised:
$0
5

Big Fundraising Ideas provided us with exceptional service. Product quality was first-rate and the sales incentives were excellent! We ended up selling more this spring than last fall – excellent for us!

Ruben De La Rosa
Assistant Principal
Lyford Elementary
Raised:
$28,217.50
5

We have worked with Big Fundraising Ideas for 5 years now and are completely pleased with their service. I would recommend them to everyone!

Rey Escalante
PTA President
Flour Bluff Intermediate
Raised:
$17,384.50
5

It was a great experience and great products. The overall service that we received from Big Fundraising Ideas was very good.

Chanda Goff
Dance Committee Sponsor
The Colony Education Center
Raised:
$500.00
5

The service I have received over the past several years has been excellent. Despite the fact that they are from out of town, their service is exceptional.

Gloria Paredes
PTA Vice President
Milton Elementary
Raised:
$18,336.00
5

The overall service that we received from Big Fundraising Ideas was exceptional! They were very helpful and organized. The fundraiser kickoff and incentives really motivated the students to sell!

Jane Trevino
Assistant Principal
Ruiz Elementary
Raised:
$19,159.42
5

Our Big Event Fundraiser was the most profitable fundraiser we have ever had. The overall service was exceptional and I will definitely recommend them to others.

Monico Rodriguez
Principal
O'Grady Elementary
Raised:
$20,462.50
5

Big Fundraising Ideas provides an excellent product and excellent service. The individuals who delivered the cookie dough were very helpful as well. I would definitely recommend them to other schools considering a fundraiser.

Misty Upton
PTA Secretary
Stricklin Elementary
Raised:
$27,286.00
4

Working with Big Fundraising Ideas was a pleasure. They are very helpful, quick to respond and able to answer any and all questions...before and after the fundraiser!!

DeAnne Glenn
Vice Principal
Flag View Intermediate
Raised:
$33,410.50
5

We have done business with you for several years and we keep coming back! Thank you for your organization, service and personal attention!

Carmen Zavala
Principal
Villarreal Elementary
Raised:
$13,143.65
5

The beginning and set up of the fundraiser was very easy and straight forward. It was very nice to work with Big Fundraising Ideas. The catalogs and prize sheets were easy to read and very user friendly.

Rachel Quarnberg
Fundraising Coordinator
Anderson Elementary
Raised:
$7,944.50
5

Our experience with y'all has been fantastic!!! Everyone in the office has been so helpful, especially with our endless questions! We really loved that the products came in already boxed with the students name, teacher and grade on a label! You have no idea how much stress that took off! That is always one of the biggest hassles!

Thank you so much for making this the most stress free fundraiser ever! We look forward to working with you again!

Marilee Howard
PTO Vice President
Gresham Elementary
Raised:
$8,550.50